Evanson Asset Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 103 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$214,508
+3.7%
4,4550.0%0.02%
+5.3%
Q2 2023$206,890
+2.0%
4,4550.0%0.02%
-5.0%
Q1 2023$202,836
-0.5%
4,4550.0%0.02%
-9.1%
Q4 2022$203,772
-15.1%
4,4550.0%0.02%
-4.3%
Q1 2022$240,0000.0%4,4550.0%0.02%
+9.5%
Q4 2021$240,000
+6.7%
4,4550.0%0.02%
-8.7%
Q3 2021$225,000
-0.4%
4,4550.0%0.02%
-4.2%
Q2 2021$226,000
+4.6%
4,4550.0%0.02%
-25.0%
Q1 2021$216,0004,4550.03%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 128,157$5,834,9775.75%
360 Financial, Inc. 213,479$9,719,6945.13%
Aspire Wealth Management Corp 84,623$3,852,9053.13%
MONECO Advisors, LLC 142,193$6,474,0571.90%
Fortress Wealth Management, Inc. 54,612$2,486,4781.74%
Asset Allocation Strategies LLC 12,893$586,9761.69%
Marshall Financial Group LLC 74,110$3,374,2281.21%
Insight Wealth Strategies, LLC 105,279$4,793,3360.94%
LOWERY THOMAS, LLC 16,753$762,7660.84%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 35,090$1,597,6480.84%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders